Sonia Usih presented the project kickoff meeting for a new change implementation project. The presentation included an overview of the project phases and management plans, as well as a review of the project scope, status, issues, next steps, and questions. Key topics discussed were the communication plan, risk plan template, quality plan template, fulfillment by the company and vendor, and future perspectives.

1. New Change Implementation –Project Presentation Project Kick Off Meeting

2. Agenda Introduction: Sonia Usih (Project Manager) Quickly Review WBS Planning Elements Phase 1 Phase 2 Phase 3 Phase 4 Closure Project Management Processes (Specifically we will look at the following PM Templates) Communication Plan /Decision Process Risk Plan Template Quality Plan Template

3. Agenda -continues Review of Company/ Vendor Fulfillment Review of Scope Future Perspectives Competitors Company/ Vendor Project Status Issues Next Steps Questions and Answers

4. Introduction Sonia Usih (Project Manager)

5. Quickly Review WBS Planning Elements Phase 1 / Phase 2/ Phase 3/ Phase 4/Closure

6. Phase 1 1.0 PHASE1- PROPOSED RFP /Solution 1.1 Procure a Solution 1.2 Research/ new Solution (Product) 1.3 Project Charter ( background, purpose/objectives, deliverables,R/R, pre-budget, RFP, sign-off) 1.4 Planning Templates Create Project Management Plan Create Staffing Management Plan Create Scope Management Plan 1.4.4 - Create Schedule Management Plan 1.4.5 - Create Cost / Budget Management Plan 1.4.7 - Create Communication Management Plan 1.4.6 - Create Quality Management Plan 1.4.8 - Create Risk Plan 1.4.9 - Create Procurement Management Plan 1.5 Scope Definitions (purpose,/objectives, best practices, strategic alignment, In/Out, Quality, Network Diagram, WBS) 1.6 SCOPE Alternatives 1.7 Provider Evaluation/ Selection 1.8 Project Management Plan Updates

7. Phase 2 2.0 PHASE 2 DESIGN Of SOLUTION / 2.1 Preliminary Design /Solution 2.2 Solution Testing 2.4 Solution customization 2.5 Final Solution 2.6 Training documentation

8. Phase 3 3.0 PHASE 3 DEVELOPMENT OF APPROVED Solution 3.1 Solution Development 3.2 Pilot / Simulation Test 3.3 Analysis of Results / Modifications 3.4 Approve Solution 3.5 Project Plan Update

9. Phase 4 4.1 Delivery of Solution into Production Environment Test Strategy Quality Assurance Testing SIT Test Plan Production Implementation Document User Acceptance Testing Implementation

10. Closure Closure of Project Management Plan Document Accepted/ Rejected Solution Document Lesson Learned Document Performance Metrics / Measurements for Archive and Future Endeavor Document Value of Investment (ROI) Document Success / Failure Document Production Implementation Sign-off

11. Introduction - Communication plan Communication Plan includes: Steering Committee Technical Committee Beta Tester Organization and Committee Members First Level, Second Level, Third Level of Org . etc. Other Stakeholders (i.e. external)

12. Introduction communication plan continues Vendor System Project Team’s Roles and Responsibility Project Planning and Management Requirement Management Vendor Systems Project Team Distribution List Licensing Standard Compliances Meeting Schedule Steering Committee Meetings:

13. Introduction Communication Plan continues Status Report Decision Making Process Executive reporting For the Client Web project solution: Project Reviews Conflicts Lessons Learned Project Documents (charter, statement of work)

14. Introduction -- Risk plan template Risk Management Plan Example of risks we must currently bring attention to: Scope Definitions Schedule Management Plan Communication Management Plan Quality Criteria for the Integrated Project plan Risks Solution specifications risk

15. Quality Plan (Template) Quality Plan (sample template) Plan for Quality Establish Quality Assurance Framework Perform Quality Control Activities Implement Corrective Action

16. Review of Company / Vendor Fulfillment Company’s Fulfillment Participants Project objectives / vision Key Milestones (Dates: Development, Test Strategy, SIT Test Plan, SIT PID, UAT) Constraints (fixed dates) Roles and responsibilities (Sponsor, Dev. Mgr, PM, Planning Analyst, Test lead , Business Analyst, Enterprise Infrastructure ) Vendor Fulfillment and Participants Complex project, for pulling together many stakeholders from many different locations and organization Identified the final solution – meaning new discovery of requirements suggestions and or recommended apart from the original Vision / Scope for Phase 1, 2, 3, and 4 of the strategic plan. What’s in scope / out of scope is still being considered.

17. Review of Scope Scope Included Functional compatibility to existing systems Change Request Records Internal Enhancements Describe the following (where additional information is needed assign responsibility to the logical person) Materials (hardware/ software) needed. Training Schedules Costs Review of Requirements –Analysis – Design Document Scope not included and or to be determined

18. Future Perspectives

19. Competitors Know who your competitors are

20. Company / Vendor Project Status Record project status and performance

21. Issues Phase 1,2,3, and 4 issues. Commitment issues Ensure understanding from all stakeholders issues

22. Next Steps More planning Project Plan /timeline to be developed Pilot Execution Phase: Documentation, Coding, Testing release to production Obtain confirmation or contact of all applications that have interface with the new solution

23. Question & Answers Questions from stakeholders

24. Contact Information Sonia M. Usih, PMP, MCPM, BSc. Eng, Usih's Project Management Consulting Firm Inc. Phone: (905) 428-2615 Link:http://www.linkedin.com/in/soniausihonlineprofile E-Mail: usihsc@idirect.com

25. Contact Information Sonia M. Usih, PMP, MCPM, BSc. Eng, Usih's Project Management Consulting Firm Inc. Phone: (905) 428-2615 Link: http://www.linkedin.com/in/soniausihonlineprofile E-Mail: usihsc@idirect.com